Western Lakes Financial
Contact Information
-
Address
7945 Stone Creek Dr Suite #40, Chanhassen, MN, 55317 -
Phone
(952) 856-1214 -
Website
westernlakesfinancial.com
Location
About Western Lakes Financial
Western Lakes Financial is a financial planner in Chanhassen, MN. The firm provides retirement planning, investment planning, and college planning services centered on individual clients. As an independent, boutique-style firm, it prioritizes client relationships and customized, actively managed portfolios without compromise. Services include Social Security analysis, income strategies, and tax reduction strategies designed to help clients maximize retirement income. The firm emphasizes fiduciary duty, placing clients' best interests above its own through a duty of loyalty and care.
Owner and CEO Mike Binstock began his financial services career in 1996, focusing on asset management, insurance, and estate planning for the suburban Minneapolis community. He is an Investment Advisor Representative with Series 6, 7, 63, and 66 registrations, along with Life and Health insurance licenses. Financial Advisor Dylan Fisher joined the team in June 2021 to follow his interests in educating clients. The firm’s process involves comprehensive reviews, ongoing communication, and coaching on options to improve clients' financial situations.
Western Lakes Financial is known for its detailed, client-centered approach to building efficient investment plans and its commitment to fiduciary standards.
Located at 7945 Stone Creek Dr Suite #40, Chanhassen, MN.
Western Lakes Financial sits on Stone Creek Drive in Chanhassen, about a tenth of a mile from the Chamber of Commerce and Bluff Creek. The location is also near the Bluff Creek School Recreation Center and Prince Rogers Nelson Memorial Highway, both roughly three tenths of a mile away.
BizScoreAI awarded the business a Discoverability score of 100 out of 100, ensuring AI crawlers can find every page so assistants can recommend the firm. The Technical score of 92 out of 100 confirms the website is secure and indexable for search engines. Additionally, the business ranks number 1 of 5 Financial Planner businesses that BizScoreAI has scored in Chanhassen.
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